Campaign Overview
See goal, amount raised, amount left to raise, in-hand cash, and gift stats in a single clean view.
Gifts Secured & Pledged
Log gifts, track pledge schedules, and see paid installments automatically reflected in your in-hand totals.
Prospect Pipeline
Track prospects through confidence levels, stages, ask amounts, deadlines, relationship owners, and solicitors.
Gift Range Chart
Organize your gifts the way fundraisers think — by range and progress toward a balanced pyramid.
Bridge the Gap Analysis
Instantly see exactly how much you still need to raise and which prospects can help you close the gap.
Moves Management
Track relationship owners, solicitors, phases, and expected vs. actual gift amounts.
Build your campaign pyramid from the top down. Map each secured and pending gift to the right level, spot open tiers, and know exactly how many gifts you need at each range to hit your goal.
Identify the prospects that will bridge your shortfall, estimate their likely gifts, and prioritize the asks that get you across the finish line. A live view of what’s still needed—and who can help.
Track relationship owners, confidence, stage, and next moves in one place. Know who needs attention, who is ready to ask, and who is on the verge of a yes.
Record every gift, pledge, and paid installment in a single ledger. See amount in-hand, amount pledged, and remaining payments at a glance.
What happens after the trial?
After the free seven day trial ends, you'll be billed $20/month, plus the one-time $100 orientation fee. Subscription plans are month-to-month; you can cancel any time. Partial months are non-refundable.
Do you integrate with CRMs?
No, not at this time. This tool is not meant to replace your CRM at all, but it is meant to replace insecure and unwieldy spreadsheets.
Can my team have access?
Yes, you can add up to five read-only team members so staff and board can see progress without changing anything.
Can I import my existing data?
Yes. We provide CSV templates for gifts and prospects, including moves management fields.
How secure is my data?
We leverage industry-leading infrastructure and follow best practices to protect your data, including SOC 2 and data encryption at rest.
What kind of support is available?
New users will also receive a 30-minute orientation to set up their account. The Dashboard includes a robust help documentation library, and email support comes standard.